Netflix ended the year with a record increase in new subscribers, thanks to its first significant sports events and the return of the popular series Squid Game.
The company announced significant growth in both subscriber numbers and revenue, which rose considerably compared to previous years. Netflix will henceforth focus on financial metrics such as sales and profit and will no longer report subscriber figures separately.
The company raised its prices in several markets and believes this will also support future growth. Netflixâs new strategy, such as expanding live programming and the ad-supported subscription model, is starting to yield results, although significant financial benefits are not expected for a few more years. Live events, such as sports programs, are expected to bring particular value to both users and the companyâs business.
https://x.com/EconomyApp/status/1881814831730430384
6 Likes
This is partly a repetition, but thereâs also something new, and it will surely suit some eyes better. 
https://x.com/Quartr_App/status/1881812277407748183
EDIT:
Hereâs SalkunRakentajaâs article about Netflix and its results.
âLooking at our history, no single piece of content has ever been significant in terms of majority acquisition or engagement,â Peters said, noting that live events accounted for only a small portion of new customers during the quarter.
2 Likes
To top it off, hereâs Investing visualsâ take on Netflix after the Q4 earnings.
https://x.com/ZeevyInvesting/status/1882074049897214405
2 Likes
Hereâs a very illustrative tweet about Netflixâs price increases.
https://x.com/StockMKTNewz/status/1882128353664336327
1 Like
In the tweet below, thereâs an interesting observation in its graph about Netflixâs âcontent budgetâ. 
https://x.com/joecarlsonshow/status/1882462279356334081
EDIT:
A bit of a repetition, in a sense; per-user revenue is rising, but per-user expenses remain the same or are decreasing.
https://x.com/TravisWiedower/status/1882527475533861372
4 Likes
Olli discussed Netflix for about ten minutes in the latest Earnings Week Summary, and I also made that YouTube link start at the right spot.
3 Likes
Netflixâs good run has continued.
In other companies, there wasnât anything special in my opinion.
https://x.com/EconomyApp/status/1896980315534680280
1 Like
Hereâs a tweet about Netflix and its revenue distribution from a geographical perspective. The tweet also includes some general philosophizing. 
https://x.com/joecarlsonshow/status/1903881557057888340
1 Like
Netflix is hardly the only such âcaseâ, but it serves as a âgoodâ example here.
https://x.com/joecarlsonshow/status/1908237806360813718
3 Likes
Itâs good to remember that Netflixâs P/E has still crept up to 43, even though it has taken a bit of a breather.
YTD, however, only -3%.
And 25E P/E 34 
8 Likes
Boycotts of American products and services are increasing worldwide, and what easier way to take a stand than to cancel a Netflix subscription for a while. There might not be growth for a while, meaning a high P/E ratio cannot really be justified.
6 Likes
Netflix aims for a trillion-dollar market capitalization and plans to double its revenue by 2030.
The goal is also to triple operating income and grow the subscriber count to 410 million, especially with the âhelpâ of international markets.
https://x.com/wallstengine/status/1911884541956133110
2 Likes
The company exceeded expectations in revenue, profit, and cash flow.
A strong and comprehensive selection, as well as own productions, support competitive advantage now and in the future.
Cost discipline is in order, but competition still requires significant investments.
https://x.com/StockMarketNerd/status/1912962760314655156
https://x.com/ConsensusGurus/status/1912961636568273248
6 Likes
A few highlights from Netflix
https://x.com/EconomyApp/status/1912967946726719733
A little visualization of the companyâs financial matters
https://x.com/EconomyApp/status/1912964162017452286
Netflixâs earnings per share have grown rapidly, and indeed, revenue grew across all business segments last quarter.
https://x.com/joecarlsonshow/status/1913238408606126521
2 Likes
Hereâs SalkunRakentajaâs article about Netflix.
Investors are now considering the potential effects of tariffs on consumer spending and confidence. âBased on what weâre seeing right now as we run the business, thereâs really nothing significant to mention,â Netflix co-CEO Greg Peters says in the companyâs earnings call.
âWe are also reassured by the fact that entertainment has historically been quite resilient even during more difficult economic times. Netflix, in particular, has also generally been quite resilient. We havenât seen any significant effects during those more difficult times, although of course the company has a much shorter history,â Peters says.
3 Likes
